Financial Services

Our solutions specially crafted for the requirements of the financial services industry.

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Popular workshops for the financial services industry

Collaboration improvement

Your teams from business development to administration to delivery collaborate better and break down silos.

Time management

Your employees understand how to manage their time better and balance all their priorities.

Effective communication

Your employees communicate effectively to clients through written, oral and body language modes.

Giving & receiving feedback

Turn giving & receiving feedback into positive interactions by making it part of the DNA of the organisation.

Accountability & ownership

Set clear responsibilities, hold your teams accountable and create an environment that encourages ownership of work.

Leading teams

Your current and future leaders are trained on key leadership skills that are critical in the financial services industry.

See our sample work

Technology adoption for the financial services industry

Work and project management tools.

1

Improved data management and analysis.

2

Automated workflows and approval systems.

3

Transparent progress reporting.

4

CRM and lead management.

5

Organisation, team and individual goal tracking.

6

Process improvement for the financial services industry

1

Vision, values, culture and principles of operating.

2

Performance management and talent management.

3

Technology selection and adoption.

4

End-to-end customer feedback process.

5

Transparent and proactive reporting.

6

Recruitment and interview support.

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What makes us different

We take the time to understand your specific context and challenges and then craft solutions that solve for those.

1

Real world problems

Our focus is on solving real problems that matter to you, so we take the time to understand your pain points before suggesting any solutions.

2

Continuous learning

Our focus is on creating a continuous learning process, so our training includes concepts, their application and progress reviews to ensure ongoing improvement.

3

Action-oriented

Our focus is on helping you take action, so at the end of our workshops, you and your team will leave with actionable insights, templates and working principles.

Testimonial

"The workshop was a visible changing point in our team dynamics! The greatest discovery was to find out where we were as a team in our growth curve. This gave us a language to communicate between us.

It has also empowered each member to boldly say that they did not know how to do a particular job and ask for help. I would strongly recommend this workshop to all."

Dr. Brainerd Prince

Director, Center for Thinking, Language and Communication

Frequently Asked Questions